HWM
Howard Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
41,319
+154
| +0.4% | +$11.3K | 1.54% | 17 |
|
|
2025
Q1 | $3.02M | Buy |
41,165
+496
| +1% | +$36.4K | 1.69% | 15 |
|
|
2024
Q4 | $2.92M | Sell |
40,669
-5,790
| -12% | -$416K | 1.58% | 16 |
|
|
2024
Q3 | $3.49M | Buy |
46,459
+28,854
| +164% | +$2.17M | 2.03% | 13 |
|
|
2024
Q2 | $1.27M | Buy |
17,605
+496
| +3% | +$35.7K | 1% | 24 |
|
|
2024
Q1 | $1.24M | Buy |
17,109
+778
| +5% | +$56.5K | 1.01% | 23 |
|
|
2023
Q4 | $1.2M | Buy |
16,331
+7,943
| +95% | +$584K | 1% | 24 |
|
|
2023
Q3 | $585K | Sell |
8,388
-94
| -1% | -$6.56K | 0.54% | 43 |
|
|
2023
Q2 | $617K | Sell |
8,482
-3,034
| -26% | -$221K | 0.53% | 43 |
|
|
2023
Q1 | $850K | Sell |
11,516
-5,661
| -33% | -$418K | 0.71% | 43 |
|
|
2022
Q4 | $1.23M | Sell |
17,177
-38,416
| -69% | -$2.76M | 1.01% | 27 |
|
|
2022
Q3 | $3.97M | Sell |
55,593
-10,882
| -16% | -$776K | 2.81% | 9 |
|
|
2022
Q2 | $5M | Sell |
66,475
-10,301
| -13% | -$775K | 5.3% | 5 |
|
|
2022
Q1 | $6.11M | Buy |
76,776
+2,538
| +3% | +$202K | 3.33% | 6 |
|
|
2021
Q4 | $6.29M | Sell |
74,238
-8,202
| -10% | -$695K | 3.32% | 5 |
|
|
2021
Q3 | $7.04M | Sell |
82,440
-703
| -0.8% | -$60.1K | 3.94% | 4 |
|
|
2021
Q2 | $7.14M | Sell |
83,143
-31
| -0% | -$2.66K | 3.93% | 5 |
|
|
2021
Q1 | $7.05M | Buy |
83,174
+935
| +1% | +$79.2K | 4.12% | 4 |
|
|
2020
Q4 | $7.25M | Buy |
82,239
+11,138
| +16% | +$982K | 4.52% | 4 |
|
|
2020
Q3 | $6.27M | Buy |
71,101
+39,895
| +128% | +$3.52M | 4.47% | 4 |
|
|
2020
Q2 | $2.76M | Buy |
+31,206
| New | +$2.76M | 2.25% | 13 |
|
|
2020
Q1 | – | Sell |
-1,685
| Closed | -$141K | – | 143 |
|
|
2019
Q4 | $141K | Buy |
+1,685
| New | +$141K | 0.12% | 115 |
|